-49.4%
VG vs TRI
-30.8%
-18.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -7.7% | -1.6% | -6.1% | -7.7% |
| 30D | -8.8% | +5.0% | -13.9% | -9.6% |
| 3M | -15.6% | +4.6% | -20.2% | -16.5% |
| 6M | +5.2% | +18.3% | -13.1% | +1.7% |
| YTD | +76.9% | -14.7% | +91.6% | +75.2% |
| 1Y | +42.5% | -16.7% | +59.2% | +41.6% |
| All | -49.4% | -30.8% | -18.6% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling